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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,647 | $90,486-45.1% | $78,676-36.9% | $273,972-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.90% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,817 | $3,175-11.3% | $2,850-1.1% | $4,869-42.1% |
| Participant deferral / active EE | $6,416 | $3,901+64.5% | $3,517+82.4% | $5,287+21.3% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,133-98.2% |